<div dir="ltr"><div><div><div>Tom, <br><br></div>Agreed, and I have explained that to them as well. For example, if they are both in critical condition at the hospital and one dies and it is unclear to the hospital who takes over for the other spouse, that can be problematic. Same as with banks and other financial institutions. <br><br></div>Thanks, good to know others find this complicated and advise against it as well. <br><br></div>Setareh <br></div><div class="gmail_extra"><br><div class="gmail_quote">On Thu, Oct 27, 2016 at 4:23 PM, Tom Ashton <span dir="ltr"><<a href="mailto:Tashton@tomashtonlaw.com" target="_blank">Tashton@tomashtonlaw.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div link="blue" vlink="purple" lang="EN-US"><div class="m_2790058344835335092WordSection1"><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Another important consideration is the extent to which overcomplicating a power of attorney may create uncertainty, and therefore resistance, on the part of a party to which the document may be submitted.<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">s/Thomas E. Ashton<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Attorney at Law<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">WSBA # 11587<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">203 W. Holly St. Suite 301<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Bellingham, Washington<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">98225<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Telephone: <a href="tel:360-714-8208" value="+13607148208" target="_blank">360-714-8208</a> <u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Fax: <a href="tel:360-714-8217" value="+13607148217" target="_blank">360-714-8217</a> <u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">E-mail: <a href="mailto:tashton@tomashtonlaw.com" target="_blank">tashton@tomashtonlaw.com</a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">The information contained in this communication, and in any attached document(s), is privileged and/or confidential, intended solely for the individual/entity to whom/which it was sent.<span> </span>If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this information is strictly prohibited.<span> </span>If you have received this email in error, please notify me immediately at the email address, mailing address, or telephone or fax number above.<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><div><div style="border:none;border-top:solid #b5c4df 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.<wbr>wsbarppt.com</a>] <b>On Behalf Of </b>John Creahan<br><b>Sent:</b> Thursday, October 27, 2016 3:57 PM<span class=""><br><b>To:</b> WSBA Probate & Trust Listserv<br></span><b>Subject:</b> Re: [WSBAPT] Different scenarios for POA<u></u><u></u></span></p></div></div><div><div class="h5"><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"><span style="color:#595959">Hi </span>Setareh,<u></u><u></u></p><p class="MsoNormal">I am a great believer in keeping things as simple as possible – or, put another way, make something only as complex as it needs to be and no more. So I would be inclined to discourage this arrangement. <u></u><u></u></p><p class="MsoNormal">What is their thinking? Why does it matter to them if the other spouse is alive or incapacitated?<u></u><u></u></p><p class="MsoNormal">From a practical standpoint, if they are both incapacitated (so X is serving) and Wife dies, does X have to resign in favor of Y?<u></u><u></u></p><p class="MsoNormal">Thanks,<u></u><u></u></p><p class="MsoNormal">John<span style="color:#595959"><u></u><u></u></span></p><p class="MsoNormal"><span style="color:#595959"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT","sans-serif";color:#595959">John Creahan</span><span style="font-family:"Tw Cen MT","sans-serif";color:#595959"><u></u><u></u></span></p><p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Tw Cen MT","sans-serif";color:#595959"><a href="tel:206-621-5848" value="+12066215848" target="_blank">206-621-5848</a><br><a href="http://www.cairn-law.com/" target="_blank"><span style="color:#595959">www.cairn-law.com</span></a></span><span style="font-family:"Tw Cen MT","sans-serif";color:#4f6228"><u></u><u></u></span></p><p class="MsoNormal"><span style="color:#595959"><u></u> <u></u></span></p><p class="MsoNormal"><span style="color:#595959"><u></u> <u></u></span></p><p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif"">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif""> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">mailto:wsbapt-bounces@lists.<wbr>wsbarppt.com</a>] <b>On Behalf Of </b>Setareh Mahmoodi<br><b>Sent:</b> Thursday, October 27, 2016 3:35 PM<br><b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] Different scenarios for POA<u></u><u></u></span></p><p class="MsoNormal"><u></u> <u></u></p><div><div><div><p class="MsoNormal" style="margin-bottom:12.0pt;line-height:13.0pt">Hello, <u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:12.0pt;line-height:13.0pt">I have an interesting request by a client and just wanted to get some other intelligent opinions and/or if anyone else has ever handled a similar situation. <u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:12.0pt;line-height:13.0pt">Client and wife are on the younger side. They want to have different alternates for their medical and general POA (from their own family rather than in-laws), which is fine, however, they propose that language be written in to create different scenarios in each POA to allow for different alternates under each scenario, this is what they have proposed:<u></u><u></u></p><div id="m_2790058344835335092gmail-m_2840488143675215611gmail-m_-2368202681428894377yui_3_16_0_1_1476150811340_3628"><p class="MsoNormal" style="margin-bottom:6.0pt;line-height:13.0pt">1. Both alive but incapacitated - POA to person X, then Y, then Z<u></u><u></u></p></div><div id="m_2790058344835335092gmail-m_2840488143675215611gmail-m_-2368202681428894377yui_3_16_0_1_1476150811340_3629"><p class="MsoNormal" style="margin-bottom:6.0pt;line-height:13.0pt">2. Husband dead, wife incapacitated - POA to person X, then A, then B<u></u><u></u></p></div><div id="m_2790058344835335092gmail-m_2840488143675215611gmail-m_-2368202681428894377yui_3_16_0_1_1476150811340_3632"><p class="MsoNormal" style="margin-bottom:6.0pt;line-height:13.0pt">3. Wife dead, husband incapacitated - POA to person Y, then C, then D<u></u><u></u></p></div><div id="m_2790058344835335092gmail-m_2840488143675215611gmail-m_-2368202681428894377yui_3_16_0_1_1476150811340_3632"><p class="MsoNormal" style="margin-bottom:6.0pt;line-height:13.0pt">4. One alive, the other incapacitated- The other spouse <u></u><u></u></p></div><div id="m_2790058344835335092gmail-m_2840488143675215611gmail-m_-2368202681428894377yui_3_16_0_1_1476150811340_3632"><p class="MsoNormal" style="margin-bottom:6.0pt;line-height:13.0pt"><u></u> <u></u></p></div><div id="m_2790058344835335092gmail-m_2840488143675215611gmail-m_-2368202681428894377yui_3_16_0_1_1476150811340_3632"><p class="MsoNormal" style="margin-bottom:12.0pt;line-height:13.0pt">Anyone dealt with something like this before? <u></u><u></u></p></div><div id="m_2790058344835335092gmail-m_2840488143675215611gmail-m_-2368202681428894377yui_3_16_0_1_1476150811340_3632"><p class="MsoNormal" style="margin-bottom:12.0pt;line-height:13.0pt">Thanks, <u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt;line-height:13.0pt">Setareh<br clear="all"><br>-- <u></u><u></u></p><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Please always call <a href="tel:206-683-1006" value="+12066831006" target="_blank">206-683-1006</a> or email before dropping by the office as I could be in court or meetings. Thanks! <u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Best regards, </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u> <u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Setareh Mahmoodi </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Attorney at Law </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">18222 104th Ave NE, Suite 103</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Bothell, WA 98011</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Phone: <a href="tel:425-806-1500" value="+14258061500" target="_blank">425-806-1500</a></span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Cell: <a href="tel:206-683-1006" value="+12066831006" target="_blank">206-683-1006</a></span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Fax: <a href="tel:425-489-4142" value="+14254894142" target="_blank">425-489-4142</a> (Please email documents if at all possible) </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Website: </span></b><b><span style="font-size:10.0pt"><a href="http://www.lawofficesofsm.com/" target="_blank">http://www.<wbr>lawofficesofsm.com/</a></span></b><u></u><u></u></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u> <u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10.0pt"> This email message and any attachments is a transmission from the law firm and is intended for the recipient only. It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling <a href="tel:%28425%29%20806-1500" value="+14258061500" target="_blank">(425) 806-1500</a>.</span><u></u><u></u></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.<u></u><u></u></span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
<dir><font size="3">Thomas E. Ashton<br>Attorney at Law<br>WSBA #11587<br>203 W. Holly St., Suite 301<br>Bellingham, Washington<br>98225<br><a href="tel:%28360%29%20714-8208" value="+13607148208" target="_blank">(360) 714-8208</a><br><a href="tel:%28360%29%20714-8217" value="+13607148217" target="_blank">(360) 714-8217</a> (fax)]<br><u><a href="mailto:tashton@tomashtonlaw.com" target="_blank">tashton@tomashtonlaw.com</a></u></font><font size="2"><br>
<p></p></font><font face="Times New Roman" size="2"><font face="Times New Roman" size="2">Notice re Confidentiality: This email and any attached files are confidential, intended solely for the intended recipient(s), and may be protected by the attorney/client privilege, work product doctrine, or other confidentiality protection. If you are not the named recipient you may not read, distribute, copy, or alter this email. If you believe that you have received this email as the result of an error, please notify me immediately and delete the message and any attachments. <br>Warning: Although precautions have been taken to make sure no viruses are present in this email, I do not accept responsibility for any loss or damage that may arise from the use of this email or attachments.<br>IRS Circular 230 Disclosure<br>To ensure compliance with requirements imposed by the IRS, we hereby inform you that any U. S. tax advice contained in this communication (including attachments, if any) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any matter addressed herein. <br></font></font><font face="Times New Roman"> <br></font></dir>
</div><br>______________________________<wbr>_________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/<wbr>mailman/listinfo/wsbapt</a><br></blockquote></div><br><br clear="all"><br>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)">Please always call 206-683-1006 or email before dropping by the office as I could be in court or meetings. Thanks! </p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Best regards, </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Setareh Mahmoodi </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Attorney at Law </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">18222 104th Ave NE, Suite 103</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Bothell, WA 98011</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Phone: 425-806-1500</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Cell: 206-683-1006</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Fax: 425-489-4142 (Please email documents if at all possible) </span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">Website: </span></b><span style="font-size:13.3333px"><b><a href="http://www.lawofficesofsm.com/" target="_blank">http://www.lawofficesofsm.com/</a></b></span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10pt"> This email message and any attachments is a transmission from the law firm and is intended for the </span><span style="font-size:13.3333px">recipient</span><span style="font-size:10pt"> only. It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500.</span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><span style="font-size:10pt">Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.</span></p></div></div></div></div></div></div></div></div></div></div></div></div></div>
</div>